Kfg Wealth Management, LLC Ishares Tr Transaction History

Kfg Wealth Management, LLC

$385 Million
Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 5,102 shares of DVY stock, worth $697,392. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,102

Previous 5,296 3.66%

Holding current value

$697,392

Previous $715,000 6.43%

% of portfolio

0.17%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$129.55 - $143.41 $25,132 - $27,821	-194 Reduced 3.66%	5,102 $669,000
Q2 2024 Jul 19, 2024	SELL	$115.73 - $125.75 $5,207 - $5,658	-45 Reduced 0.84%	5,296 $640,000
Q1 2024 Apr 19, 2024	BUY	$113.31 - $123.18 $26,627 - $28,947	235 Added 4.6%	5,341 $657,000
Q4 2023 Jan 31, 2024	SELL	$102.97 - $119.06 $27,904 - $32,265	-271 Reduced 5.04%	5,106 $598,000
Q3 2023 Oct 17, 2023	BUY	$107.44 - $118.16 $32,232 - $35,448	300 Added 5.91%	5,377 $578,000
Q1 2023 Apr 14, 2023	BUY	$110.68 - $126.38 $6,198 - $7,077	56 Added 1.12%	5,077 $604 Million
Q4 2022 Jan 18, 2023	BUY	$107.39 - $125.5 $539,205 - $630,135	5,021 New	5,021 $606 Million

Others Institutions Holding DVY

# of Institutions

1,442

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

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Kfg Wealth Management, LLC Ishares Tr Transaction History